NOLAN SECURITIES CORP.

Broker-DealerFINRA MemberEst. 1991
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
MONTEREY, Massachusetts
CRD number
27984
Registered since
February 1, 1991

Firm profile

FINTRX

Overview

Nolan Securities Corp. is organized as a corporation and is privately owned by an individual. FINTRX records show the firm registered with the SEC in 1991 and is classified as "Unclassified" in its database. The profile lists the firm as not engaging as a capital allocator, not operating as a multi-state adviser, not identifying as an active ESG investor, and not serving as a pension consultant or related adviser. FINTRX does not provide details on the firm's advisory activities, client segmentation, or fee model.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • BRUCE KELLY

    CRD 1385457

  • EAMON KELLY

    DirectorCRD 3254426

  • LEONARD SCHWALB

    Registered Financial ProfessionalCRD 1061625

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MONTEREY, MA

BERKSHIRE

Location

MONTEREY, MA

Headquartered in MONTEREY, MA, in the Northeast of the United States.

Region
Northeast
County
BERKSHIRE
Address
535 Main Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth